What's New

Text, email, call, Zoom, and sign documents directly from any contact profile — all routed through Command Center so every touch is logged.

One-click calling from contacts and hit list. Enter your number once and Bruce connects you via Twilio — no manual dialing.

Create a Zoom meeting and send the join link via SMS or email directly from a contact profile. Meeting lifecycle auto-logs to CRM.

Bruce now knows what page you are on. Ask questions about pipelines, contacts, conversations, or deals — and Bruce responds with relevant context.

Start text and email threads from contact profiles, hit list, and conversation tabs — no more opening your phone dialer or native email client.

Create new contacts directly from the contacts list with name, email, phone, and role selection — instantly navigate to their profile.

Create deals from any contact profile or pipeline board with pipeline selection, stage picker, title, and value fields.

Launch Croskey Sign directly from a contact — recipient name and email are pre-filled automatically.

Command Center evolves from messaging app to full CRM platform. Contacts, pipelines, hit list, sequences, and intelligence — all in one unified shell with persistent navigation.

Every contact has a comprehensive profile: scores, deals, properties, timeline, inline conversations, documents, and notes. Reply to messages without leaving the contact record.

Five drag-and-drop kanban boards for PM Acquisition, Leasing, Tenant-to-Buyer, Listing/Seller, and Portfolio pipelines. Stall detection flags deals that sit too long.

The new home screen. Bruce ranks your contacts by priority each day based on warmth, deal age, churn risk, and last touch. One-click call, text, or email directly from each card.

Persistent right panel shows contact context, AI suggestions, and relationship history wherever you are in the app. Bruce follows you across conversations, pipelines, and contacts.

Build multi-step outreach sequences with email, SMS, call tasks, and wait steps. Generate sequences with AI or build from scratch. Enroll contacts and track progress.

Bruce generates a mission brief before every call: who the contact is, relationship history, open deals, objectives, and talking points. One click from any deal or contact.

After a call, Bruce analyzes the transcript and extracts action items, buying signals, objections, competitive mentions, and recommends stage changes.

Per-pipeline health metrics: deal count, total value, win rate, velocity, stage-by-stage funnel with stall counts. See where deals are getting stuck.

Analyze win rates by pipeline, top loss reasons, competitive landscape, time-to-close trends, and monthly performance over configurable time ranges.

Per-agent scorecards: touches this week, channel breakdown, deals won/lost, hit list completion rate, and average sentiment scores.

Zoom call and meeting events automatically log to CRM, resolve contacts, trigger pre-call briefs, and run post-call AI analysis.

Incoming PropertyRadar leads auto-create contacts, score PM acquisition candidates, create property records, and add high-scorers to the hit list.

Document signing events (viewed, signed, completed) automatically log to the contact timeline and can trigger pipeline stage advancement.

Bruce's draft replies now have Send and Use-as-template buttons directly in the conversation thread. Approve and send a draft with one click, or use it as a starting point for your own reply.

Thumbs down on a Bruce draft now pre-fills the correction with his text so you can edit it, plus a "Why was this wrong?" field for context. Bruce learns from both the correction and the reason.

Automated emails from RentEngine, AppFolio, newsletters, and noreply senders are triaged and assigned but no longer waste AI tokens generating draft replies.

Fixed an issue where Gmail push notifications could cause the same email to appear multiple times in a conversation thread with duplicate AI drafts.

Email signatures now save correctly, and the hyperlink button works when you have text selected in the editor.

Start Zoom video calls directly from a conversation thread. Includes recording, transcript generation, and AI meeting summaries.

Bruce drafts a reply for every inbound email and SMS, using CRM context (lease dates, balances, open tickets) and past corrections to write accurate, personalized responses.

Every inbound message is automatically classified with sentiment score, urgency level, and intent (maintenance, rent, lease, etc.) — powering smarter routing and prioritization.

New conversations are automatically assigned to the right team member based on configurable routing rules — by property, channel, intent, or priority.

Context panel now shows real-time alerts for expiring leases, overdue balances, and emergency maintenance — so you have critical info before you reply.

When you edit Bruce's draft before sending, the correction is automatically recorded and used to improve future drafts — Bruce learns from every correction.

Inbound messages automatically trigger or continue workflow instances (lease renewals, maintenance requests) — connecting conversations to business processes.

AI conversation summaries now adapt their style based on whether the thread is email or SMS, producing more accurate and contextual briefs.

Native iOS/Android app for field use — conversations, KB search with offline support, risk predictions, inspection photo upload, and push notifications.

Get notified on your phone for new messages, high-risk predictions, KB review reminders, and training deadlines — even when the app is closed.

Recently viewed KB articles are cached on your device. Search and read articles even without internet — replies queue and sync when you reconnect.

Take inspection photos directly from the app or upload from your gallery. Photos are uploaded and processed by AI automatically.

Full training platform at learn.croskey.tech with courses, modules, quizzes, learning paths, certifications, and team leaderboard.

Select KB articles and AI generates a full training course with modules, content, and linked references. Point at knowledge, get a course.

Floating AI chat on every module page. Ask questions about the lesson — the tutor knows the module content, video transcript, and related KB articles.

Auto-generate quiz questions from module content and video transcripts using AI. One click in the admin editor.

AI transcribes module videos (YouTube captions or Whisper) and indexes transcripts in RAG so Bruce can recommend training when answering questions.

Analyzes team /kb search patterns to identify topics frequently searched but lacking training — surfaces gaps with urgency scores in the admin panel.

Threaded comment discussions on every training module. Ask questions, share insights, and learn from teammates.

Gamified leaderboard tracking points, streaks, courses completed, and quizzes passed across the team.

Admin analytics showing completion rates, quiz pass rates, drop-off points, avg completion time, and enrollment trends per course.

Sophia sends weekly Slack DMs to team members with incomplete courses showing progress bars and continue-learning links.

When a team member's role changes, they're automatically enrolled in the matching learning path and notified via Slack.

Sophia monitors certification expiry dates and alerts team members at 30, 14, 7, and 1 day before expiration with recertification links.

Courses can require completing other courses first. Enrollment is blocked with a clear message showing which prerequisites are missing.

Send targeted SMS and WhatsApp messages to tenants with audience filtering, templates, scheduling, and delivery tracking.

Upload Zinspector reports and AI processes photos, extracts findings, generates maintenance items, and stores in the system.

AI-powered risk predictions for churn, late payments, maintenance needs, and vacancy — with risk scores, trends, and recommended actions.

Click the app name in any toolbar to access a launcher grid for quick switching between Conversations, KB, Inspections, Predictions, Broadcasts, and Academy.

All media uploads (images, videos, files) now use Hetzner S3-compatible Object Storage — fast, cheap ($0.006/GB/mo), and same-datacenter as our VPS.

Record your screen with optional webcam overlay and mic audio directly from the KB editor. No Loom needed — record, preview, and embed in one flow.

Full Notion-like editor with toolbar, slash commands, drag-and-drop images, video embeds, tables, and code blocks. No more raw markdown.

Select text in the editor and use AI to improve, shorten, expand, simplify, fix grammar, or translate to Spanish — powered by Claude.

Visual dashboard showing most-viewed articles, AI agent usage, verification health, category breakdown, and stale content alerts.

Select multiple articles and bulk publish, archive, change category, reassign reviewer, change visibility, verify, or delete in one action.

See which team members have read important policy announcements, with progress bar and one-click Slack reminders for those who haven't.

Sophia sends daily Slack DMs to article reviewers when content is due for verification. Overdue items escalate to #sophia-ops automatically.

Import articles directly from Notion databases with a 4-step wizard. Select databases, pick pages, assign categories, and import.

Embed YouTube, Vimeo, and Loom videos directly in articles with responsive 16:9 playback. Great for how-to screen recordings.

New team members see a guided 3-step welcome tour when opening the KB for the first time, with feature highlights and quick actions.

Personalized "Articles Needing Your Review" section on the KB home page. See your overdue and upcoming reviews at a glance with one-click verify.

Knowledge Base promoted to a primary nav item with badge count showing pending reviews. Find articles in 2 seconds, not 5 clicks.

Relevant KB articles auto-surface in the conversation sidebar based on message content. Insert article excerpts directly into replies.

Type /kb in the reply composer to search the knowledge base. Select an article to insert its content directly into your reply.

Public help center now has sitemap.xml, structured data (JSON-LD), meta tags, and Open Graph support for Google search visibility.

Improve, expand, or simplify article text with one click using AI. Select text in the editor and choose an action.

Automatically warns you when creating an article with a title similar to an existing one, preventing duplicate content.

Relevant KB articles auto-surface in the context panel when viewing conversations, with confidence badges and one-click insert.

Import articles in bulk via CSV or Markdown files with drag-and-drop. Preview, assign categories, and import in one step.

The "Was this helpful?" widget on the public Help Center now saves votes to the database for analytics.

Search and browse the Knowledge Base directly from Slack. Use /kb to search, /kb browse for categories, /kb help for usage.

Full-featured Knowledge Base with article editor, categories, version history, SME verification workflow, and hybrid search.

Tenant-facing help center at kb.croskey.tech with search, category browsing, and self-serve knowledge articles.

New KB tab in the conversation context panel auto-searches relevant articles based on conversation content.

Articles have review cycles with automatic reminders. Reviewers get Slack DMs when articles need re-verification.

See which questions go unanswered and which articles are most used. Identify content gaps from real search data.